DuPont Decomposition

Why does TORNTPOWER earn its ROE?

Breaking down Return on Equity into profitability, efficiency, and leverage.

ROE = Net Margin × Asset Turnover × Equity Multiplier

16.4% = 10.4% × 0.79 × 2.01

Latest: FY2025

Profitability

Net Margin

10.4%

8.0% →10.4%

How much profit per ₹ of revenue

Efficiency

Asset Turnover

0.79x

0.20x →0.79x

Revenue per ₹ of assets

Leverage

Equity Multiplier

2.01x

2.72x →2.01x

Assets funded by equity vs debt

Trend Analysis

ROE improved by 12.0 pp over 3 years. Driven by net margin improving (8.0% → 10.4%), asset turnover improving (0.20x → 0.79x), leverage falling (2.72x → 2.01x).

Historical Decomposition

Last 3 years

YearRevenuePATNet MarginAsset TOLeverageROE
FY20230Cr0Cr8.0%0.202.724.4%
FY20240Cr0Cr6.8%0.202.773.7%
FY20250Cr0Cr10.4%0.792.0116.4%

How to read DuPont

  • Rising ROE from margin = pricing power, operational improvement (good)
  • Rising ROE from turnover = better asset utilization (good)
  • Rising ROE from leverage = more debt, amplified risk (caution)
  • Falling ROE across all three = structural deterioration (red flag)

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DuPont decomposition from audited annual financials. Factual analysis, not investment advice.